Lehman Financial Resources’s iShares Gold Trust IAU Stock Holding History

Lehman Financial Resources’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$124K	Hold	5,450	–	–	0.06%	98
2018 Q2	$131K	Hold	5,450	–	–	0.07%	83
2018 Q1	$138K	Hold	5,450	–	–	0.07%	77
2017 Q4	$136K	Hold	5,450	–	–	0.07%	78
2017 Q3	$134K	Hold	5,450	–	–	0.07%	66
2017 Q2	$130K	Hold	5,450	–	–	0.07%	60
2017 Q1	$130K	Hold	5,450	–	–	0.07%	61
2016 Q4	$120K	Buy	+5,450	New	+$128K	0.07%	59
2016 Q1	–	Sell	-12,100	Closed	-$247K	–	63
2015 Q4	$247K	Hold	12,100	–	–	0.13%	53
2015 Q3	$260K	Buy	12,100 +1,100	+10%	+$23.9K	0.13%	54
2015 Q2	$249K	Buy	+11,000	New	+$254K	0.12%	52

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTIOP

Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

Lehman Financial Resources's IAU Position: Q3 2018 in Review

Lehman Financial Resources held its iShares Gold Trust (IAU) position steady in Q3 2018 at 5,450 shares worth $124K. The position accounts for 0.06% of the portfolio, ranked #98.

Lehman Financial Resources first reported a position in IAU in Q2 2015 and has held it in 11 quarters since. The position peaked at $260K in Q3 2015. 553 funds tracked by Wall St. Rank hold IAU as of Q3 2018.

Lehman Financial Resources held 5,450 shares of iShares Gold Trust worth $124K as of Q3 2018.
Lehman Financial Resources left its iShares Gold Trust share count unchanged in Q3 2018.
iShares Gold Trust made up 0.06% of Lehman Financial Resources's portfolio in Q3 2018, its #98 holding.
Lehman Financial Resources first reported a position in iShares Gold Trust in Q2 2015 and has held it in 11 quarters since.
Lehman Financial Resources's iShares Gold Trust position peaked at $260K in Q3 2015.
553 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.